13FBOX
FIRST TR EXCHNG TRADED FD VI · 13F Institutional Holdings
Options Calculator Rankings
F

FIRST TR EXCHNG TRADED FD VI

GJAN
Institutions
121
Combined AUM (Q2 2026)
$254.6M
Combined Shares (Q2 2026)
5.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+980,449
38 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.9M
62 · 12 Exit · ≈
⚖️ Net
-917,035
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$254.6M
Institutions
121
New Buys
17
Adds
21
Reduces
50
Exits
12
Unchanged
33
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%<0.01%#80$30.2M670,809$7.9M189,145+481,664+254.65%Add
OSAIC HOLDINGS, INC.
0.03%0.03%#51$21.6M479,367$18.9M452,039+27,328+6.05%Add
REAP Financial Group, LLC
3.25%3.61%#3$19.0M423,037$18.3M436,310-13,273-3.04%Reduce
Cetera Investment Advisers
0.01%0.01%#70$13.7M303,873$12.8M304,235-362-0.12%Reduce
Range Financial Group LLC
3.66%4.37%#1$13.4M297,530$13.0M310,617-13,087-4.21%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#91$13.4M296,910$34.3M818,617-521,707-63.73%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#66$11.6M257,080$11.1M264,464-7,384-2.79%Reduce
First International Bank of Israel Ltd.
2.5%2.53%#4$9.2M205,000$8.6M205,00000.00%Unchanged
Commonwealth Financial Services, LLC
1.05%5.75%#8$7.8M173,392$36.3M866,349-692,957-79.99%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#101$7.4M163,293$7.1M169,757-6,464-3.81%Reduce
Schulz Wealth, LTD.
3.39%#2$6.6M145,960$00+145,960New Buy
Arax Advisory Partners
0.04%0.08%#48$5.8M129,046$2.7M64,172+64,874+101.09%Add
Kestra Advisory Services, LLC
0.02%0.03%#62$5.4M119,702$7.4M177,562-57,860-32.59%Reduce
Stratos Wealth Advisors, LLC
0.26%0.28%#14$4.8M107,086$4.5M107,726-640-0.59%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#85$3.9M86,926$3.6M86,104+822+0.95%Add
Tanglewood Legacy Advisors, LLC
1.23%1.29%#5$3.8M84,702$3.6M84,835-133-0.16%Reduce
First Heartland Consultants, Inc.
0.25%0.27%#17$3.8M84,569$3.6M85,328-759-0.89%Reduce
HBW ADVISORY SERVICES LLC
0.31%0.35%#13$3.4M76,520$3.3M78,584-2,064-2.63%Reduce
OGOREK ANTHONY JOSEPH /NY/ /ADV
0.77%0.79%#9$3.1M68,836$2.9M68,83600.00%Unchanged
Americana Partners, LLC
0.07%0.11%#38$3.0M67,456$4.2M99,882-32,426-32.46%Reduce
LM Advisors LLC
0.26%0.01%#15$2.7M60,841$61,9312,596+58,245+2,243.64%Add
Wood Tarver Financial Group, LLC
0.57%0.58%#11$2.4M53,936$2.1M49,770+4,166+8.37%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#111$2.4M52,866$1.4M33,651+19,215+57.10%Add
Concurrent Investment Advisors, LLC
0.02%0.02%#61$2.2M49,507$2.1M49,377+130+0.26%Add
Janney Montgomery Scott LLC
<0.01%0.01%#90$2.0M44,446$5.5M131,495-87,049-66.20%Reduce
Farther Finance Advisors, LLC
0.02%<0.01%#64$2.0M43,331$10,461248+43,083+17,372.18%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#92$1.8M39,239$1.7M39,536-297-0.75%Reduce
FOUNDERS FINANCIAL SECURITIES LLC
0.09%0.09%#34$1.8M39,119$1.6M36,909+2,210+5.99%Add
Mariner, LLC
<0.01%<0.01%#100$1.7M37,861$1.6M38,461-600-1.56%Reduce
Midwest Financial Network, LLC
1.08%1.52%#7$1.6M35,233$1.9M45,606-10,373-22.74%Reduce
LifeWealth Investments, LLC
0.42%0.44%#12$1.6M34,828$1.5M35,295-467-1.32%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.02%#63$1.6M34,623$1.5M35,223-600-1.70%Reduce
CORRADO ADVISORS, LLC
0.76%0.78%#10$1.5M35,720$1.5M35,72000.00%Unchanged
Triumph Capital Management
0.25%0.26%#16$1.4M30,328$1.3M30,172+156+0.52%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#96$1.3M28,729$399,81331,269-2,540-8.12%Reduce
Ignite Planners, LLC
0.17%0.19%#23$1.3M27,890$1.2M29,300-1,410-4.81%Reduce
Steward Partners Investment Advisory, LLC
0.01%0.01%#82$1.2M27,299$1.2M27,999-700-2.50%Reduce
Mutual Advisors, LLC
0.02%0.02%#56$1.1M25,350$1.1M25,273+77+0.30%Add
HighTower Advisors, LLC
<0.01%<0.01%#104$1.1M24,041$1.0M24,04100.00%Unchanged
Diligent Investors, LLC
0.23%0.23%#18$1.0M22,451$940,92122,45100.00%Unchanged
HARBOUR INVESTMENTS, INC.
0.01%0.01%#67$954,27921,195$936,77222,352-1,157-5.18%Reduce
NewEdge Advisors, LLC
<0.01%<0.01%#94$918,71120,405$817,45519,505+900+4.61%Add
Pinnacle Financial Partners, Inc.
0.01%0.01%#83$916,14420,348$892,97621,307-959-4.50%Reduce
Sequent Planning LLC
0.19%0.26%#21$902,27720,040$1.1M26,143-6,103-23.34%Reduce
CreativeOne Wealth, LLC
0.02%0.02%#59$897,64019,937$937,19122,362-2,425-10.84%Reduce
Harvest Investment Services, LLC
0.13%0.07%#27$868,86919,298$361,0978,616+10,682+123.98%Add
NorthCrest Asset Manangement, LLC
0.02%0.03%#57$815,68018,066$916,29921,770-3,704-17.01%Reduce
Signal Advisors Wealth, LLC
0.04%0.05%#46$795,21017,662$776,13118,519-857-4.63%Reduce
MILESTONE ASSET MANAGEMENT, LLC
0.12%0.13%#31$753,56316,737$701,53116,739-2-0.01%Reduce
Keystone Wealth Services, LLC
0.13%0.14%#29$710,74615,786$661,59115,78600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow